NVIDIA CorporationNVDA
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RMX signed a purchase order for NVIDIA H200 GPU systems, representing concrete product demand for NVIDIA's data-center GPUs.
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AMD Briefly Tops $1 Trillion as Meta's Muse AI Agent Fuels CPU Demand Bet
Advanced Micro Devices temporarily topped $1 trillion in market value as Meta's new Muse AI agent ignited a new narrative around what may become yet another big source of chip demand: CPUs. AMD shares rose 2.4% Thursday and around 1% in after-hours trade, while Intel rallied 3.9% Thursday and gained around 1% overnight, leaving Intel up 17.3% this week and Arm up 12.4%. The rise indicates increasing investor interest in whether agentic AI could alter the mix of hardware required within data centers, since chatbots are usually just a prompt-response system while an AI agent can run continuously in its own cloud-based virtual computer. Research from Wccftech quoted estimates that some personal AI-agent workloads could demand CPU-to-GPU ratios ranging from around 4-to-1 up to 40-to-1 depending on the workload, though those projections remain highly workload dependent and do not determine how future data centers will ultimately be designed. The next catalyst is data out of cloud providers and AI developers on whether agentic workloads translate into considerably increased server CPU deployments.
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AMD Market Cap Tops $1 Trillion as Lisa Su's September Run Continues
Advanced Micro Devices crossed the $1 trillion market capitalization mark for the first time on Monday, with shares surging 9.9% amid a broader tech-stock rally. The milestone caps a September in which CEO Lisa Su sat at President Trump's table during the state dinner with Chinese President Xi Jinping, two seats from Trump and next to Elon Musk, and rang the opening bell at the New York Stock Exchange with first lady Melania Trump. AMD stock is up 193% year to date, far outpacing Nvidia's 22% gain. The chipmaker beat Wall Street expectations across the board for the second quarter, posting record non-GAAP earnings per share of $1.66 against consensus estimates of $1.61, with total revenue up 50% year over year to a record $11.5 billion and data center revenue more than doubling to $6.7 billion. AMD projected second-half 2026 server CPU revenue to grow 80% year over year and 70% in 2027, and expects data center revenues to more than double in 2027 with AI GPUs growing well over 100%. The company also unveiled its next-generation Instinct MI450 Series GPUs and 6th Gen EPYC Venice CPUs for its Helios rack-scale AI systems, alongside deals for Microsoft to deploy Helios across Azure AI services beginning in the second half of 2026 and for Anthropic to deploy up to 2 gigawatts of Instinct MI450 GPUs beginning in the first half of 2027, a deal that could be worth tens of billions of dollars over time, with AMD committing to invest up to $5 billion in Anthropic.
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Musk Says xAI's Colossus 2 Could Double Nvidia Chip Count by Year-End
Elon Musk said xAI's Colossus 2 cluster could more than double its current number of Nvidia chips by year-end, scaling AI computing capacity across his businesses. Colossus 2 currently runs 110,000 Nvidia GB200 chips and 440,000 GB300s, according to Musk, with another 220,000 GB300s expected to be fully operational next week and a further 220,000 in November. Musk added that another 220,000 GB300s could come online by late December if we get lucky, which would bring Colossus 2 to roughly 1.21 million Nvidia GB200 and GB300 chips if every planned tranche arrives on schedule, more than double the 550,000 chips Musk said are currently installed. The buildout is especially notable because xAI already operates Colossus 1 with 150,000 Nvidia H100s, 50,000 H200s and 30,000 GB200s, and the SpaceX unit previously said it plans to equip its Memphis facility with 1 million graphics processing units by 2026. The planned additions are concentrated in Nvidia's latest-generation GB300 accelerators, highlighting continued demand for its most advanced AI hardware.